Anatomy · how a dossier is built
Every dossier, dissected.
A dossier isn't a stock tip — it's a structured argument you can audit line by line. Here's a live one, taken apart: every part, what it claims, and which stage and frontier model wrote it.
The example
This page takes apart AMD — Advanced Micro Devices, Inc., one of the live dossiers. The example changes over time; the structure below never changes — every one of the 225 dossiers is built from these same parts.
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Who the company is, and whether the portfolio owns it.
AMD → AMD · Advanced Micro Devices, Inc. · In the portfolio
How the model produces this
A rules-based screen keeps only US stocks that trade enough, by daily dollar volume and bid-ask spread. The status says whether the portfolio holds the stock or the research is watching it — set from what the portfolio actually holds, not written by the research model.
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One paragraph: the call, and why — in plain English.
AMD → Advanced Micro Devices says AI chip demand exceeds its supply and is lining up Samsung memory to meet it, but reports on 8 October 2026 that OpenAI's revenue is lower than believed hit the shares. The 3 November 2026 third-quarter report…
How the model produces this
In the assessment stage, Claude Opus reads two weeks of news and the price history, searches the web for the company's releases, filings and analyst actions, then writes the whole picture as one claim that a future price or report can prove wrong. Not a price target — a reason.
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The price or event that would prove the thesis wrong, published before the market decides.
AMD → A weekly close below $456, under the 3 September 2026 close of $456.16 that started the September advance. Separately, AMD or OpenAI placing Helios activation after fourth-quarter 2026 would break the deployment…
How the model produces this
Opus commits, in writing, to the condition that would prove the thesis wrong. When a pick opens, its kill line is frozen; a close through it ends the pick, and the scoreboard grades it against the S&P 500.
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Both sides, built the same way, with sources and dates.
AMD → Both present, sourced and dated
How the model produces this
Opus writes the bear case with the same care as the bull case: sourced, dated points. The evidence against the call is on the page, not just the conclusion.
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Where the stock trades now: its trend, momentum and the price levels that matter.
AMD → Present: trend, momentum, key price levels
How the model produces this
Code computes the price context from daily closes — moving averages, RSI, the 52-week range and key levels — and Claude Opus writes the setup from it, so the thesis rests on how the stock actually trades, not just the story.
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The dated events in the next 30 days that could move the thesis.
AMD → Next dated catalyst · 3 November 2026
How the model produces this
Earnings reports, product launches, regulatory decisions — each dated, so a reader knows when the question gets answered. Research ages fast, which is why every page shows when it was written.
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The evidence that would raise or lower conviction, stated plainly.
AMD → Present: what would raise or lower conviction
How the model produces this
Separate from the kill line: the evidence that would move confidence up or down short of ending the call. It shows what the model is waiting for.
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What drives the stock, which decides what evidence the research weighs.
AMD → Picks and shovels
How the model produces this
One of seven archetypes, from theme leader to event-driven. An event-driven stock is read for its date; a crowd-driven one gets a tight kill line. See the full list.
Archetype taxonomy → -
How strongly the research stands behind the call.
AMD → Medium
How the model produces this
Four levels, from supreme to low. Medium or higher makes the call a pick, graded on the scoreboard against the S&P 500; low is research coverage only.
conviction highmediumlownone
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The themes the stock belongs to, and how it trades with them.
AMD → AI chips & memory · AI datacenter infrastructure
How the model produces this
Themes come first: Claude Opus groups the strongest stocks, and the ones we hold, into themes from their news and filings, and each stock is read against its group and the market regime, not in isolation. The last section of every dossier says which stocks it moves with.
Browse this theme →
Three rules every dossier follows
A kill line
Every thesis states the condition that would prove it wrong, before the market decides.
A date
Every dossier shows when it was written. Research ages fast, so the date is always on the page.
Both sides
The bear case gets the same care as the bull case. The evidence against the call is shown, not buried.